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New Member
posted Jun 4, 2019 8:42:07 PM

Company has not delivered after contacting them 4 times. What should I do if my 1099-R isn’t delivered?

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1 Best answer
Level 15
Jun 4, 2019 8:42:10 PM

See IRS Tax Topic 154:  https://www.irs.gov/taxtopics/tc154

If you end up having to submit a substitute Form 1099-R, TurboTax allows you to do that by marking the I need to prepare a substitute 1099-R box on the Tell Us Which 1099-R You Have page.

3 Replies
Level 15
Jun 4, 2019 8:42:07 PM

Can you get a copy from their website?  What Company?

New Member
Jun 4, 2019 8:42:09 PM

No. Ford Motor Retiree Services has none to post. Mail only. Promised over 6 weeks ago.

Level 15
Jun 4, 2019 8:42:10 PM

See IRS Tax Topic 154:  https://www.irs.gov/taxtopics/tc154

If you end up having to submit a substitute Form 1099-R, TurboTax allows you to do that by marking the I need to prepare a substitute 1099-R box on the Tell Us Which 1099-R You Have page.